Report
Clément Bassat ...
  • Jeremy Sallee
  • Nicolas Royot

La Matinale - 02-05-2023

LA VALEUR DU JOUR :
MCPHY : Retard sur le projet CEOG – Conserver (3) vs Renforcer (2), obj. 12.6€ Cours: 12.3€ au 01/05/23
COIL : Baisse marquée des résultats – Conserver (3) vs Renforcer (2) , obj. 7.10€ Cours: 6.72€ au 01/05/23
MEDINCELL : UZEDY™ autorisé par la FDA sur le marché US – Acheter (1), obj. 18.7€ Cours: 8.88€ au 01/05/23
METHANOR : Retour aux bénéfices record, décote élevée sur l’ANR – Acheter (1), obj. 5.7€ Cours: 3.54€ au 01/05/23
NSE : Confirme le rebond de sa marge S2 et des perspectives prometteuses / Contact – Renforcer (2) vs Acheter (1), obj. 25.8€ Cours: 22.6€ au 01/05/23
ET AUSSI : LUCIBEL, COMPAGNIE DES EAUX DE ROYAN, TXCOM…
Underlyings
COIL

United Anodisers is engaged in the continuous surface treatment of aluminium flat rolled products and acts as a specialized surface treatment provision for the principal aluminium rolling mills and their end-user customers in Europe.

McPhy Energy SA

McPhy Energy SAS is a France-based company that develops hydrogen storage and production solutions for the merchant hydrogen market and renewable energy markets. The Company sells solid-state hydrogen technology to provide a way for industrial gas renewable energy storage. Its products include the electrolyzer, a hydrogen generator that uses water as a raw material; solid hydrogen storage solutions with MCP and MGH series; and other ways that integrate electrolyzers and other solutions. It has offices in such countries as France, Italy and Germany and agents and distributors in Europe, Asia and Americas.

MedinCell SA

Medincell SA. Medincell SA is a France-based manufacturer of biological products and pharmaceutical preparations. The Company is focused on the development of therapeutic solutions with worldwide access. The Company works on both for-profit and non-profit projects, in collaboration with partners ranging from pharmaceutical corporations to physicians, from biotechnology firms to academics and foundations. Its range of products consists of three products in development phase: mdc-IRM, a subcutaneous injection in phase III clinical study for the treatment of schizophrenia; mdc-CWM, an intra-articular injection in phase II clinical study for the treatment of post-surgical pain and inflammation; mdc-TJK, a subcutaneous injection for the treatment of schizophrenia, as well as a number of other products that are in the research phase, such as mdc-WWM, which is a subcutaneous injection for contraception, and mdc-ELK, a subcutaneous injection for the treatment of depression, among others.

Methanor SCA

Methanor SCA is a France-based company which is involved in anaerobic digestion industry. Anaerobic digestion is a natural process of transformation of organic matter. The Company uses this fermentation to produce renewable energy, biogas, which is used for electricity generation. The Company's purpose is to limit greenhouse gas emissions and to transit from fossil fuels to renewable energies. It also funds agricultural biogas plants and enhances the production of biogas process. Methanor SCA also offers it's investors a secure return with a visibility of 15 years.

NSE Industries

NSE SA. NSE Industries SA, (formerly known as ECT Industries SA), is a France-based company engaged in the manufacture of electronic systems for the aviation, naval and transport industries. The Company's activities are organized around six divisions: Night Vision Systems, including night vision goggles, NVG compatible lights and cockpit modifications; Usage Monitoring Systems (UMS), such as the Brite Saver; satellite communication systems and software; On Board Equipment, including platforms for airborne applications, power converters, airborne phones and avionic control panels; Maintenance Services and management of obsolescence and negotiation services; Satellites Communication Systems and Railway Signals and Systems. The Company has eight facilities in France: Emerainville, Maillane, Taverny, Brive, Bayo, Toulon, Soyons and e-Track systems. ECT Industries SA's wholly owned subsidiaries include Bayo SAS and e-Track systems.

Provider
Portzamparc Sponsored
Portzamparc Sponsored

​Portzamparc is a subsidary of BNP Paribas which adapted the mission to contribute to responsible and sustainable growth of private clients, management companies and SMEs . They offer personalized support adapted to the objectives in particular for Small and Medium-Sized Enterprises.

Analysts
Clément Bassat

Jeremy Sallee

Nicolas Royot

Other Reports on these Companies
Other Reports from Portzamparc Sponsored

ResearchPool Subscriptions

Get the most out of your insights

Get in touch